+23.7%
BBY vs VLTO
-8.3%
+32.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.3% |
| 7D | +9.5% | -2.3% | +11.8% | +9.8% |
| 30D | +6.8% | -0.9% | +7.7% | +6.9% |
| 3M | +28.9% | +13.8% | +15.0% | +27.8% |
| 6M | +37.8% | +2.0% | +35.8% | +39.0% |
| YTD | +38.7% | -3.2% | +41.9% | +42.6% |
| 1Y | +23.7% | -9.2% | +32.9% | +30.5% |
| All | +23.7% | -8.3% | +32.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling